Category: ETFs
Bond Funds: Be Careful, They Can Make Speculative Stocks Looks Safe
The investment herd is stampeding into bonds and fleeing stocks. The first lesson the late William Stanley of Norwich, a smart and honest stock broker, taught me 40 years ago was to go against the herd if you want to succeed. The problem – proven time over time – is that once the herd starts moving it [...]
Investors Urged to Speak Out in Favor of Strengthened Investor Protections
Comment Deadline Looms for SEC Study of Standards that Should Apply When Investment Professionals Recommend Securities With just two weeks remaining before the deadline for submitting comments on the Securities and Exchange Commission’s study of the standards that should apply when investment professionals recommend securities, CFA Director of Investor Protection Barbara Roper called on investors [...]
ETF Tax Traps: Watch Out For Currencies And Commodity Exchange Traded Funds
Exchange Traded Funds (ETF) can be great investment vehicles, letting you tailor your investment with more precision – and frequently with less expense – that mutual funds. Many can also reduce your tax bill. However, these financial instruments which represent a basket of assets that trade like stocks, can take a bite out of you [...]
Personal Finance Advisor: 2010 Is A Good Year To Hire One
If there is ever a year to hire a personal financial counselor it is 2010. This is the year that Congress is letting everyone – no matter how high your income – to transfer your IRA into a Roth IRA, which has many advantages and some disadvantages. This is the year that you will want [...]
Gold Record Price: Brings Pressure To Buy & Sell
This blog is Part 4 of our Personal Finance Series that will stretch over several weeks. It was prompted by the Personal Finance Seminar I am moderating for Rockville Bank on Dec. 15 in Glastonbury. The event is free, but seating is limited. For reservations, call 860-291-3654.Before taking any of my advice please check with you financial advisor. [...]
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